Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BRDCY (Bridgestone Corp ADR) -6.02% 4.90% 3.19% 1.93% 5.73% 6.98% NA
Data as of 06/10/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
Name Start Date End Date
BRDCY (Bridgestone Corp ADR) 12/30/2009 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -2.32 4.90 3.19 1.93 5.73 6.98 NA -6.02 36.77 -15.11 20.42 -14.83 35.12 -9.79 0.10 -14.27 32.81 9.78 2.43 -6.56 48.17 15.34 16.54 10.65 -0.82
Sharpe Ratio NA 0.08 0.01 -0.05 0.17 NA NA -0.73 1.44 -0.93 0.94 -0.61 1.50 -0.29 -0.08 -0.72 1.55 0.35 0.10 -0.32 1.60 0.69 0.54 0.43 NA
Standard Deviation(%) NA 23.51 22.02 22.75 22.86 NA NA 26.49 23.61 20.18 18.07 26.70 23.46 34.35 17.48 21.91 20.81 27.10 24.70 20.40 30.04 22.34 30.82 24.55 0.00
Draw Down(%) NA 20.16 24.09 32.00 41.57 NA NA 20.16 12.72 24.09 11.67 28.98 18.36 27.15 11.38 28.18 12.98 17.42 25.68 17.71 16.21 16.43 18.10 13.29 0.82
Yield(%) 0.00 2.43 2.97 2.89 3.79 1.18 1.16 0.00 2.98 3.47 3.80 3.00 4.52 1.47 3.81 3.09 3.87 3.91 4.65 2.33 0.27 0.46 0.35 0.31 0.00
Data as of 06/10/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRDCY (Bridgestone Corp ADR) -6.10%
Oct 2017 – Oct 2020
-2.25%
Aug 2015 – Aug 2020
3.37%
Nov 2014 – Nov 2024
8.07%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRDCY (Bridgestone Corp ADR) 31.31%
Apr 2010 – Apr 2013
21.96%
May 2010 – May 2015
11.37%
May 2011 – May 2021
10.14%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return